Geneos Wealth Management’s Otter Tail OTTR Stock Holding History

Geneos Wealth Management’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$57.2K	Sell	742 -742	-50%	-$57.2K	﹤0.01%	1493
2025 Q1	$119K	Buy	1,484 +742	+100%	+$59.7K	﹤0.01%	1476
2024 Q4	$54.8K	Hold	742	–	–	﹤0.01%	1280
2024 Q3	$58K	Hold	742	–	–	﹤0.01%	1147
2024 Q2	$65K	Hold	742	–	–	﹤0.01%	988
2024 Q1	$64.1K	Hold	742	–	–	﹤0.01%	983
2023 Q4	$63.1K	Hold	742	–	–	﹤0.01%	990
2023 Q3	$56.4K	Hold	742	–	–	﹤0.01%	1046
2023 Q2	$58.6K	Hold	742	–	–	﹤0.01%	1030
2023 Q1	$53.6K	Hold	742	–	–	﹤0.01%	1053
2022 Q4	$43.6K	Hold	742	–	–	﹤0.01%	1100
2022 Q3	$45K	Sell	742 -512	-41%	-$31.1K	﹤0.01%	1064
2022 Q2	$87K	Hold	1,254	–	–	﹤0.01%	1057
2022 Q1	$78K	Hold	1,254	–	–	﹤0.01%	1187
2021 Q4	$89K	Hold	1,254	–	–	﹤0.01%	1216
2021 Q3	$70K	Hold	1,254	–	–	﹤0.01%	1329
2021 Q2	$60K	Sell	1,254 -200	-14%	-$9.57K	﹤0.01%	1392
2021 Q1	$68K	Hold	1,454	–	–	﹤0.01%	1467
2020 Q4	$58K	Buy	1,454 +200	+16%	+$7.98K	﹤0.01%	1384
2020 Q3	$45K	Hold	1,254	–	–	﹤0.01%	1300
2020 Q2	$46K	Hold	1,254	–	–	﹤0.01%	1252
2020 Q1	$54K	Hold	1,254	–	–	﹤0.01%	1081
2019 Q4	$64K	Hold	1,254	–	–	﹤0.01%	1141
2019 Q3	$67K	Hold	1,254	–	–	﹤0.01%	1049
2019 Q2	$66K	Hold	1,254	–	–	﹤0.01%	1069
2019 Q1	$62K	Sell	1,254 -1,000	-44%	-$49.4K	﹤0.01%	1040
2018 Q4	$111K	Sell	2,254 -500	-18%	-$24.6K	0.01%	805
2018 Q3	$131K	Buy	2,754 +1,192	+76%	+$56.7K	0.01%	796
2018 Q2	$74K	Sell	1,562 -692	-31%	-$32.8K	0.01%	887
2018 Q1	$97K	Buy	2,254 +6	+0.3%	+$258	0.01%	764
2017 Q4	$99K	Buy	2,248 +4	+0.2%	+$176	0.01%	745
2017 Q3	$97K	Sell	2,244 -94	-4%	-$4.06K	0.01%	710
2017 Q2	$92K	Sell	2,338 -60	-3%	-$2.36K	0.01%	709
2017 Q1	$90K	Sell	2,398 -73	-3%	-$2.74K	0.01%	692
2016 Q4	$100K	Sell	2,471 -109	-4%	-$4.41K	0.01%	619
2016 Q3	$89K	Buy	2,580 +56	+2%	+$1.93K	0.01%	630
2016 Q2	$85K	Sell	2,524 -463	-16%	-$15.6K	0.01%	635
2016 Q1	$87K	Buy	+2,987	New	+$87K	0.01%	631